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Setting Exception Hours


Exceptions represent special nonworking days or working days. Different exception records can define exceptions for different sites (for example, U.S. holidays for a site and Canadian holidays for another site). You can define a day or continuous blocks of days as an exception to a schedule. In some cases, exception hours can define nonworking periods (for example, no work on Sunday from 6:00 A.M. to 12:00 A.M. in a 7x12 schedule). In other cases, exception hours can define work periods on days that are not normal work days (for example, Saturday morning in a 5x8 schedule).

To associate an exception with a schedule, define the exception and include this exception in the definition of a schedule.

You can also use exception hours to block the scheduled time slot for the owner of an activity to allow for another employee assignment to the activity in the same time slot. If the defined exception hours block a time slot when an activity is scheduled for the owner of the activity, then the activity is rescheduled when you reload the service region. For more information, see Defining Hours for Employees.

The All Exceptions view includes a set of exceptions to the hours that you define in the Schedule Hours view. The Exception Hours view includes the definition of these exceptions.

To set the exception hours

  1. Navigate to the Administration - Service screen, then the Schedules view.
  2. Drill down on the Name field for a selected schedule, and click the All Exceptions view tab.
  3. Create a new exception record, and complete the fields as appropriate.
  4. Click the Exception Hours view tab.
  5. Create a new exception hour record, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Name

    Type a name of that describes the exception hours.

    Start Date Time

    Select the date and time for the start of the exception hours.

    End Date Time

    Select the date and time for the end of the exception hours.

    Working

    Select this check box to indicate the exception hours apply to a work period.

    Type

    Select the type of work for the exception hours. Values include Normal, Overtime, and Extended Overtime. Overtime and Extended Overtime apply to exception hours for which you select the Working check box. The Appointment Booking System and the Optimizer use this value. For more information, see About the Appointment Booking System and About the Schedule Optimizer.

    NOTE:  Overtime hours must precede Extended Overtime hours.

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